See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,253 |
BDO USA, LLP4 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $22,127 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,697 | $74,927+81.1% | $101,794+33.3% | $84,808+60.0% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+18.0pp | 68.3%+18.8pp |
| Annual return | 4.15% | 18.70%-14.6pp | 30.53%-26.4pp | 40.90%-36.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,896 | $3,099-38.8% | $4,084-53.6% | $4,212-55.0% |
| Admin fee / account holder | $555 | $6,514-91.5% | $8,777-93.7% | $7,344-92.4% |